Confluence Investment Management LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Confluence Investment Management LLC

  • $6.32 Billion
  • Q4 2025

A detailed history of Confluence Investment Management LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Confluence Investment Management LLC holds 469,677 shares of IBTL stock, worth $9.65 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
469,677
Previous 297,157 58.06%
Holding current value
$9.65 Million
Previous $6.11 Million 57.9%
% of portfolio
0.15%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 05, 2026
BUY
$20.5 - $20.75 $3.54 Million - $3.58 Million
172,520 Added 58.06%
469,677 $9.65 Million
Q3 2025

Oct 14, 2025
SELL
$20.18 - $20.7 $156,273 - $160,300
-7,744 Reduced 2.54%
297,157 $6.11 Million
Q2 2025

Jul 01, 2025
SELL
$20.04 - $20.55 $40,841 - $41,880
-2,038 Reduced 0.66%
304,901 $6.23 Million
Q1 2025

Apr 01, 2025
BUY
$19.55 - $20.33 $6 Million - $6.24 Million
306,939 New
306,939 $6.22 Million
Q3 2022

Oct 03, 2022
BUY
$20.21 - $22.6 $2.37 Million - $2.65 Million
117,305 New
117,305 $2.41 Million

Others Institutions Holding IBTL

# of Institutions
114
Shares Held
16.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2031 TER

IBTL Quotes by TradingView
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